Tax Break for Expats in Poland: The “Ulga na Powrót” Incentive

Have you recently moved to Poland and not claimed your Settlement Tax Relief yet?

What is the Polish Settlement Tax Relief?

The Polish Settlement Tax Relief is a tax exemption that allows you to exclude up to 85,528 PLN of your annual income from taxation for a period of four years after you become a Polish tax resident. This exemption applies to various income sources, including:

• Employment income: Salaries from full-time jobs, contracts of mandate (umowa zlecenie), and more.
• Business income: Profits from self-employment, but excluding certain activities like managing businesses or holding executive positions.

Who is Eligible?

To qualify for the Polish Settlement Tax Relief, you must meet several criteria:

• Residency: You must have been a non-resident of Poland for at least three years before moving back.
• Citizenship: You must be a citizen of any EU/EEA country, or Switzerland, Australia, Chile, Israel, Japan, Canada, Mexico, New Zealand, South Korea, UK, USA or a cardholder of the Polish Card (Karta Polaka).
• Tax residency: You must have been a tax resident in one of the eligible countries for at least three years or in Poland for at least five years before the three-year non-residency period.
• No prior use: You cannot have claimed this tax break previously.

How to Apply for the Return Tax Relief

To claim the Polish Settlement Tax Relief, you’ll need to follow these steps:

1. Tick the appropriate box: When filing your annual tax return, make sure to check the box indicating that you wish to claim the Polish Settlement Tax Relief.
2. File a correction (if necessary): If you’ve already filed your tax return without claiming the relief, you can submit a correction to claim the overpaid tax.
3. Provide proof of residency: In some cases, the tax office may request additional documentation to verify your residency abroad. While this is usually a straightforward process, it’s advisable to have your documents ready.

Next steps with Sarego Finance

Don’t leave money on the table. Check today if you qualify for the Polish Settlement Tax Relief (“Ulga na Powrót”).

• 👉 Use our free eligibility test to instantly see if you meet the requirements.

• 👉 Try our free tax refund calculator to estimate how much relief you can claim.

And if you’re ready, let us take care of the entire process for you. We’ll handle everything quickly and efficiently. Click here to move on.

✅ Save time, avoid mistakes, and secure your refund with English-speaking tax experts in Poland.

 

Author:

Jerzy Gaweł
Partner – Tax Advisor